Filed December 23, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $5,319 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,434 | $54,320-20.0% | $67,652-35.8% | $52,331-17.0% |
| Participation rate | 60.3% | 73.6%-13.3pp | 75.7%-15.4pp | 68.1%-7.8pp |
| Annual return | -1.03% | 6.81%-7.8pp | 6625.04%-6626.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $872 | $1,544-43.5% | $2,266-61.5% | $1,882-53.6% |
| Participant deferral / active EE | $1,110 | $2,950-62.4% | $3,560-68.8% | $3,022-63.3% |
| Admin fee / account holder | $56 | $527-89.5% | $4,821-98.8% | $592-90.6% |